2xideas

RIASEC RegisteredEst. 2023
Total AUM
$79.7M
Discretionary
$79.7M
100% of AUM
Avg account
$79.7M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
328190
Registered since
November 6, 2023
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Subscription Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

2xideas is a corporate SEC-registered investment adviser (registered in 2023) that serves institutional clients. Ownership is a mix of a foreign entity and an individual. The firm combines portfolio management for businesses or institutions with the publication of periodicals or newsletters, and charges both a percentage-of-assets fee and subscription fees. 2xideas identifies as an active ESG investor and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • Stephan Welti

    Financial Advisor and Registered RepresentativeCRD 7677235

  • Daniel Sigg

    Financial Advisor and Registered RepresentativeCRD 1418751

  • Karalyn Hutton

    Karalyn Hutton

    Business Development DirectorCRD 7726483

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
666 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth